Senior Consultant, The Wealth Office®, JD, MST, CFP®
Eileen provides counsel to individuals and families on asset allocation, portfolio design and rebalancing strategies. As a Certified Financial Planner (CFP®), Eileen works with clients on comprehensive wealth management solutions involving estate planning, tax, family governance, and lending strategies. She is also a member of the Private Client Business Council. Eileen joined Fiduciary Investment Advisors LLC in 2017, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Eileen was a Senior Wealth Manager at BNY Mellon and a Senior Trust Officer at US Trust. She received her JD from Western New England University School of Law, MST from the University of Hartford and BA from Allegheny College. Additionally, she is a Certified Financial Planner® from the College for Financial Planning and a CDFA® from the Institute for Divorce Financial Analysts. Eileen’s personal interests include home renovation, biking, running and spending time with her husband and three children.